Boeing Required to Divest Key Assets for $8.3B Spirit AeroSystems Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
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Should l Buy BA?
Source: Newsfilter
- Regulatory Requirement: The U.S. Federal Trade Commission mandates Boeing to divest significant assets from Spirit AeroSystems to address competition concerns surrounding its $8.3 billion acquisition, a move that could delay the transaction and impact Boeing's market positioning.
- Acquisition Impact: If successful, this acquisition would strengthen Boeing's position in the aerospace supply chain; however, the asset divestiture requirement may weaken its integration capabilities, potentially affecting future production efficiency and cost control.
- Market Reaction: The market expresses concerns over the regulatory scrutiny of Boeing's acquisition, which may lead to stock price volatility, prompting investors to closely monitor compliance developments and their implications for Boeing's overall strategy.
- Industry Outlook: Boeing's acquisition plan highlights the urgent need for supply chain integration in the aerospace sector, but regulatory hurdles may influence merger trends, thereby affecting the competitive landscape of the entire aerospace manufacturing industry.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BA is 252.43 USD with a low forecast of 150.00 USD and a high forecast of 285.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 236.950
Low
150.00
Averages
252.43
High
285.00
Current: 236.950
Low
150.00
Averages
252.43
High
285.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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